Australian Shares - smartMonday

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Index Diversified Core

Objective

To provide a return that closely matches the benchmark return before fees and tax.

Investment fees + indirect costs

0.50 % pa.

Minimum timeframe

5+ years.

Risk level

3 (low - medium)

Chance of a negative annual return

2.8 in every 20 years

Returns (as at 31/01/2021)

Timeframe Return
3 mths 12.60%
Financial yr to date 14.10%
1 yr (% pa.) 1.70%
3 yr (% pa.) 8.40%
5 yr (% pa.) 11.70%
7 yr (% pa.) 8.70%
10 yr (% pa.) 8.60%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
12.60%	14.10%	1.70%	8.40%	11.70%	8.70%	8.60%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target
Benchmark Asset Allocation
Australian Shares 100%
Benchmark Index
S&P/ASX 300 Accumulation Index 80%
FTSE/ASFA Australian High Dividend Yield Index 20%

Objective

To provide a return that exceeds the benchmark return (after fees but before tax) over rolling 5-year periods.

Investment fees + indirect costs

1.11 % pa.

Minimum timeframe

15 years.

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 in every 20 years

Returns (as at 31/01/2021)

Timeframe Return
3 mths 11.70%
Financial yr to date 14.80%
1 yr (% pa.) 0.30%
3 yr (% pa.) 7.30%
5 yr (% pa.) 11.00%
7 yr (% pa.) 8.70%
10 yr (% pa.) 8.80%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
11.70%	14.80%	0.30%	7.30%	11.00%	8.70%	8.80%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target
Benchmark Asset Allocation
Australian Shares 100%
Benchmark Index
S&P/ASX 300 Accumulation Index 70%
S&P/ASX 200 Accumulation Index 30%

Objective

To provide a return that exceeds the benchmark return (after fees but before tax) over rolling 5-year periods.

Investment fees + indirect costs

0.99 % pa.

Minimum timeframe

15 years.

Risk level

6 (High)

Chance of a negative annual return

4 to less than 6 in every 20 years

Returns (as at 31/01/2021)

Timeframe Return
3 mths 11.60%
Financial yr to date 14.80%
1 yr (% pa.) 0.30%
3 yr (% pa.) 7.80%
5 yr (% pa.) 11.20%
7 yr (% pa.) 8.70%
10 yr (% pa.) 8.50%

3 mths	Financial yr to date	1 yr (% pa.)	3 yr (% pa.)	5 yr (% pa.)	7 yr (% pa.)	10 yr (% pa.)
11.60%	14.80%	0.30%	7.80%	11.20%	8.70%	8.50%

See past returns

Asset allocation

Target – The asset allocation expected to achieve the investment objective over the investment period.
Range – The potential variation of the asset allocation due to tactical investment activity.

Type Target
Benchmark Asset Allocation
Australian Shares 100%
Benchmark Index
S&P/ASX 300 Accumulation Index30%
S&P/ASX 200 Accumulation Index 70%